How Do I Use the RoofScope Integration?

1. Log in to your RoofScope account.
2. From the RoofScope main page, start an order for a JobNimbus Contact by searching for the Contact's address.
   
   
   
   
3. Confirm the location.
   
   
   
   
4. Select the property type for the location.
   
   
   
   
5. Select the type of report you would like to generate.
6. Review your order to confirm the details, add any additional property information in the Additional property info section, then select Add to Cart.
   
   
7. On the Scope Orders page, select the "Edit Project Info" drop-down menu, next to the address of the contact.
   
   
   
   
8. Below the JobNimbus ID field, select the name of the Contact record where the report should be sent.
   
   
   
   
9. Select Place Order.
   
   
   
   

Once the order has been completed, you will receive a confirmation email and the URL to retrieve a copy of the report PDF will be logged in the associated Contact's Activity Feed.